2,320 material Form 8-K filings that 1,978 companies we cover made with the SEC in November 2026, each read and summarized by AI: what happened, the key figures, whether it reads positive or negative for shareholders, and how big a deal it is (impact 1-5). 1,081 of them were written later, when past filings were added: a selection, not every 8-K of the month (see the note below).
InfuSystem furnished an investor presentation dated November 9, 2026, under Regulation FD. It shows higher profit for the third quarter and nine months of 2026 and gives estimates for 2026 proforma revenue growth of 6%-8% and a low-to-mid 20% margin. For shareholders, the figures show continued profit growth, though the estimates are company projections and not guaranteed results.
GAAP net income was $3.2 million for the quarter ended September 30, 2026, versus $2.3 million a year earlier.
Nine-month GAAP net income was $7.4 million in 2026, versus $4.6 million in 2025; nine-month adjusted EBITDA was $24.3 million versus $22.7 million.
Estimates as of September 30, 2026 call for 2026 proforma revenue growth of 6%-8%.
Trailing twelve-month net revenue was $144.4 million and liquidity was $64.1 million as of September 30, 2026; net leverage ratio was 0.32x.
EquipmentShare reported third-quarter 2026 results for the period ended September 30, 2026, with total revenue up 55% year over year to $1,468 million and net income of $20 million, compared with $6 million a year earlier. Adjusted Core EBITDA rose 40% to $594 million, and management said it is confident in its full-year 2026 outlook and sees an opportunity to outperform it. For shareholders, both headline revenue and profit grew, though GAAP net income remains small relative to revenue and interest expense was $88 million in the quarter.
Total revenue rose 55% to $1,468 million from $945 million; Rental Segment revenue rose 49% to $1,113 million.
Net income was $20 million versus $6 million; Adjusted Net Income, which excludes $26 million of IPO Founders Awards stock compensation, was $46 million.
Adjusted Core EBITDA increased 40% to $594 million; net leverage fell to 3.4x from 3.7x a year earlier.
Current 2026 guidance ranges include total revenue of $5,808 million to $6,045 million and Adjusted Core EBITDA of $2,136 million to $2,224 million.
Summit Midstream reported third quarter 2026 net income of $15.9 million, compared with $5.0 million a year earlier, and raised its full-year 2026 Adjusted EBITDA guidance to $250 million to $260 million from $235 million to $255 million. Common stock dividends remain suspended, and the company's total net leverage ratio was approximately 3.9x as of September 30, 2026.
Q3 2026 net income $15.9 million vs. $5.0 million in Q3 2025; diluted EPS $0.58 vs. a loss of $0.13
Total revenues $183.0 million vs. $146.9 million a year earlier; Adjusted EBITDA $70.7 million vs. $65.5 million
2026 Adjusted EBITDA guidance raised to $250 million to $260 million from $235 million to $255 million
Common stock dividends remain suspended; Series A Preferred dividend payable to holders of record on December 1, 2026
Tidewater reported third-quarter 2026 revenue of $360.4 million, up from $341.1 million a year earlier, and net income attributable to the company of $17.5 million, or $0.35 per diluted share, compared with a loss of $0.8 million a year earlier. The company also initiated 2027 revenue guidance of $1.70 to $1.75 billion and updated its 2026 revenue guidance to $1.43 to $1.44 billion, while closing a $500 million all-cash acquisition of Wilson Sons Ultratug Offshore.
Q3 2026 revenue of $360.4 million, up 5.3% from the second quarter of 2026
Q3 2026 net income of $17.5 million ($0.35 per diluted share), versus a $0.8 million loss a year earlier
Nine-month 2026 net income of $45.3 million, down from $114.8 million in the first nine months of 2025
2027 revenue guidance of $1.70 to $1.75 billion; 2026 revenue guidance updated to $1.43 to $1.44 billion
GMR Solutions reported third quarter 2026 net revenue of $1,595.6 million, up 5.9%, and net income of $135.6 million, up 81.7%, and updated its full year 2026 guidance. Adjusted EBITDA rose 4.2% to $356.6 million in the quarter, but nine-month Adjusted EBITDA grew only 0.4%, and the filing does not state the prior guidance, so the direction of the update cannot be judged from it.
Q3 2026 net revenue $1,595.6 million, up 5.9% from $1,506.9 million; net income $135.6 million, up from $74.6 million
Q3 2026 Adjusted EBITDA $356.6 million, up 4.2%; nine-month Adjusted EBITDA $946.1 million, up 0.4%
Updated full year 2026 guidance: net revenue $5,900 million to $6,050 million; Adjusted EBITDA $1,135 million to $1,195 million
Liquidity of approximately $999.3 million at September 30, 2026, including $298.0 million of cash; $200.0 million of term loan repaid in a September 17, 2026 repricing
Elmet Group reported third-quarter 2026 results for the period ended October 2, 2026, with revenue up 55.6% to $79.6 million and net income of $8.3 million, or $0.24 per diluted share, compared with $1.6 million, or $0.08, a year earlier. Gross margin rose to 31.3% and open order backlog reached a company record $347.4 million, though nine-month net income fell to $3.5 million from $4.0 million and the release gives no new guidance.
Q3 revenue was $79.6 million versus $51.1 million a year earlier; gross profit margin was 31.3% versus 21.7%.
Adjusted EBITDA was $17.0 million, or 21.3% of revenue, versus $7.4 million, or 14.5%, in Q3 2025.
Q3 net income was $8.3 million, or $0.24 per diluted share, versus $0.08 per diluted share a year earlier.
Nine-month net income was $3.5 million, or $0.10 per diluted share, versus $4.0 million, or $0.20, for the nine months ended September 30, 2025.
AST SpaceMobile reported third quarter 2026 revenue of $42.3 million, up from $14.7 million a year earlier, and a net loss attributable to common stockholders of $132.4 million, or $0.44 per share, compared with $122.9 million, or $0.45 per share, in the third quarter of 2025. The company said it remains on target for its revenue guidance of $150.0 million to $200.0 million and cited about $1.0 billion in non-dilutive Japanese government funding for satellite manufacturing and launch.
Q3 2026 total revenue was $42.3 million versus $14.7 million in Q3 2025; nine-month revenue was $88.6 million versus $16.6 million
Net loss attributable to common stockholders was $132.4 million, or $0.44 per share, versus $122.9 million, or $0.45 per share, a year earlier
Company remains on target for 2026 revenue guidance of $150.0 million to $200.0 million
Cash, cash equivalents and restricted cash were approximately $3.2 billion as of September 30, 2026
Bally's preliminary third-quarter 2026 consolidated revenue rose 21.7% year over year to $807.6 million, with growth led by Bally's Intralot B2C and North America Interactive. The company said it expects to file a Rule 12b-25 extension and its Form 10-Q within the extension period, and the figures remain subject to its close process. The results are preliminary and unaudited, so shareholders should watch for the final 10-Q.
Preliminary Q3 2026 revenue was $807.6 million, up from $663.7 million a year earlier
Bally's Intralot B2C revenue rose 22.8% to $257.5 million, while its Adjusted EBITDAR fell to $77.0 million from $86.4 million
The company expects to file a Rule 12b-25 extension and its 10-Q within the extension period
On October 1, 2026, Bally's closed Bronx project financing, receiving $400 million with $160 million more available for future draws
QXO Chairman and CEO Brad Jacobs said on a November 9, 2026 conference call that September sales were much stronger than expected and that the company pre-released third-quarter adjusted EBITDA of $557 million on revenue of $4.9 billion, an 11.4% margin. He also said his family office will lead a $1 billion cash investment in NYSE American-listed CKX Lands, under which he would own a majority stake and become its chairman and CEO while remaining QXO's chairman and CEO.
Preliminary Q3 adjusted EBITDA of $557 million on revenue of $4.9 billion, an adjusted EBITDA margin of 11.4%
Companywide pricing improved 2.2% year-over-year in Q3; daily sales rose 5.4% year-over-year across the company in October
$1 billion CKX investment: $900 million from Jacobs Private Equity and $100 million from co-investors led by Heritage Partners, with CKX stockholder approval still required
Long-term target of $4 billion adjusted EBITDA by 2030 before additional acquisitions, versus roughly $1.75 billion in current consensus estimates
Mesa Laboratories reported fiscal second-quarter revenue of $62.3 million, up 2.6%, and net income of $4.3 million, up 75.3%, or $0.75 per diluted share versus $0.45 a year earlier. The company also issued its first fiscal 2027 guidance, calling for revenue of $250 million to $255 million and adjusted EBITDA of $66 million to $68 million, and authorized a share repurchase of up to $40 million.
Q2 revenue $62.3 million, up 2.6%; adjusted EBITDA $17.3 million, up 21.1%, or 27.8% of revenue
Fiscal 2027 guidance (year ending March 31, 2027): revenue $250 million to $255 million; adjusted EBITDA $66 million to $68 million
Board terminated its 2005 buyback program on November 4, 2026 and authorized up to $40 million in repurchases through December 31, 2028
Savings Plan announced October 13, 2026 expects total pre-tax restructuring charges of $2.6 million to $3.4 million, mainly in the second half of fiscal 2027
Babcock & Wilcox reported third quarter 2026 revenue of $290.8 million, up from $139.2 million a year earlier, and net income of $93.9 million, up from $35.1 million. Net income was lifted by an $85.1 million change in the fair value of customer warrants, and adjusted net income was $4.8 million. The company reiterated its 2026 Adjusted EBITDA target of $80.0 million to $105.0 million and issued a 2027 Adjusted EBITDA target of $125 million to $140 million.
Q3 2026 revenue of $290.8 million vs. $139.2 million in Q3 2025; Adjusted EBITDA of $17.7 million vs. $9.4 million
Net income of $93.9 million includes an $85.1 million change in fair value of customer warrants; adjusted net income was $4.8 million
Basic EPS of $0.61 vs. $0.30 in Q3 2025; Q3 bookings of $228 million and backlog of $2.5 billion
2026 Adjusted EBITDA target of $80.0 million to $105.0 million reiterated; 2027 target of $125 million to $140 million issued
P3 Health Partners reported third quarter 2026 revenue of $396 million, up 15% from a year earlier, and net income of $30.8 million versus a net loss of $69.5 million in the prior-year quarter. The company raised the low end of its full-year 2026 Adjusted EBITDA guidance to $90 million, moving the midpoint to $100 million, though the quarter also benefited from payer settlements and prior-year development.
Q3 2026 total revenue was $396 million, up 15% from $345 million a year earlier.
Q3 2026 Adjusted EBITDA was $20.9 million, compared with a loss of $45.9 million in Q3 2025.
Full-year 2026 Adjusted EBITDA guidance is now $90 million to $110 million, up from a lower low end.
Q3 medical margin of $43.9 million included favorable payer settlements; excluding these items it was $35.0 million.
AbCellera reported third-quarter 2026 results, with total revenue of $10.6 million versus $9.0 million a year earlier and a net loss of $40.8 million, or $(0.13) per share, down from $57.1 million, or $(0.19) per share. The company said it had over $890 million in total available liquidity as of September 30, 2026, including a $200 million share offering that closed August 14, 2026 at $9.75 per share.
Total revenue of $10.6 million in Q3 2026, compared with $9.0 million in Q3 2025
Net loss of $40.8 million, or $(0.13) per share, compared with $57.1 million, or $(0.19) per share, in Q3 2025
R&D expenses of $43.5 million, down from $55.0 million; SG&A expenses of $13.6 million, down from $25.0 million
Positive top-line Phase 2 data for ABCL635 announced in Q3; Phase 1 top-line data for ABCL575 announced after quarter end
FutureFuel reported third-quarter 2026 results on November 9, 2026. Revenue rose 361% to $104.7 million, driven by biofuel volume and pricing, and the net loss narrowed to $8.4 million from $9.2 million, although the company still posted a gross loss and a shrinking cash balance. The company expects positive Adjusted EBITDA in the fourth quarter and for full-year 2026, after a nine-month Adjusted EBITDA loss of $6.9 million.
Q3 2026 total revenue was $104.7 million, up from $22.7 million in Q3 2025; biofuel revenue was $87.8 million.
Net loss was $8.4 million, or $0.19 per diluted share, compared with a $9.2 million net loss in Q3 2025.
Q3 Adjusted EBITDA was a loss of $4.9 million; the company expects fourth-quarter Adjusted EBITDA of approximately $7 million.
Cash and cash equivalents were $21.3 million at September 30, 2026, down from $34.3 million at June 30, 2026.
Coherus Oncology reported third quarter 2026 net revenue from continuing operations of $14.3 million, up from $11.6 million a year earlier, and a narrower net loss from continuing operations of $38.9 million, or $(0.25) per share, versus $44.5 million, or $(0.38) per share. The company also announced a strategic prioritization plan that focuses tagmokitug development on esophageal cancer and reduces headcount by about 30%, with the CFO saying these benefits will be realized over the next two quarters.
Q3 2026 net revenue from continuing operations was $14.3 million, versus $11.6 million in Q3 2025; LOQTORZI revenue was $14.0 million, up 25% from $11.2 million.
Q3 2026 GAAP net loss from continuing operations was $38.9 million, or $(0.25) per share, versus $44.5 million, or $(0.38) per share, in Q3 2025.
Right-sizing reduces headcount by about 30% and is expected to lower core cash burn by $6 million to $7 million per quarter.
Cash, cash equivalents and marketable securities were $83.6 million at September 30, 2026, versus $172.1 million at December 31, 2025.
Lincoln Educational Services reported third-quarter 2026 revenue of $159.2 million, up 12.6% from $141.4 million, with net income of $4.7 million, up from $3.8 million. The company raised its full-year 2026 revenue guidance to $600.0 million to $605.0 million while reiterating its adjusted EBITDA guidance of $76.0 million to $80.0 million.
Q3 2026 revenue of $159.2 million, up from $141.4 million; net income of $4.7 million, up from $3.8 million
Diluted EPS of $0.15 versus $0.12; adjusted EBITDA of $17.4 million, up 30.8%
2026 revenue guidance raised to $600.0 million to $605.0 million; student start growth guidance narrowed to 10% to 12%
Board raised the share repurchase authorization by $30 million to $70 million total, with more than $37 million remaining
ImageneBio reported third quarter 2026 results, with a net loss of $15.6 million, or $0.91 per share, down from $24.8 million, or $2.91 per share, a year earlier. The company had no revenue in either period, and lower research and development and general and administrative expenses drove the smaller loss. It ended the quarter with $126.6 million in cash, cash equivalents and marketable securities, which it expects will fund planned operations into the first quarter of 2028.
Net loss was $15.6 million for the three months ended September 30, 2026, compared with $24.8 million a year earlier.
Net loss per share was $0.91, compared with $2.91 a year earlier.
R&D expenses fell to $11.3 million from $15.2 million, and G&A expenses fell to $6.0 million from $11.0 million.
Cash position was $126.6 million as of September 30, 2026, with funding expected into the first quarter of 2028.
Atea Pharmaceuticals reported a third-quarter 2026 net loss of $32.2 million, or $0.40 per share, down from $42.0 million, or $0.53 per share, a year earlier, as research and development spending fell. The company also secured a credit facility with Hercules Capital of up to $200 million, of which $65 million was drawn on November 6, 2026, and said current resources fund operations into mid-2028.
Net loss was $32.2 million, or $0.40 per share, for the three months ended September 30, 2026, versus $42.0 million, or $0.53 per share, a year earlier.
Cash, cash equivalents and marketable securities were $191.2 million at September 30, 2026, versus $301.8 million at December 31, 2025.
Hercules Capital facility of up to $200 million; $65 million drawn at closing on November 6, 2026, with up to $135 million more subject to milestones.
Phase 3 C-BEYOND trial met its primary endpoint: 93.91% SVR for BEM/RZR versus 94.75% for Epclusa; C-FORWARD topline results expected in early 2027.
Clearway Energy reported third-quarter 2026 revenue of $522 million, up from $429 million a year earlier, and net income of $123 million, up from $60 million. The company reaffirmed its 2026 CAFD guidance of $430 million to $470 million and set a 2027 CAFD guidance range of $520 million to $590 million. Net income attributable to Clearway Energy, Inc. fell to $51 million from $232 million, so shareholder-level earnings were lower.
Q3 2026 revenue $522 million vs. $429 million in Q3 2025; Adjusted EBITDA $435 million vs. $385 million
Net income attributable to Clearway Energy, Inc. was $51 million ($0.42 per share) vs. $232 million ($1.97 per share) a year earlier
2026 CAFD guidance reaffirmed at $430 million to $470 million; 2027 CAFD guidance set at $520 million to $590 million
Board declared a quarterly dividend of $0.4824 per share payable December 15, 2026, to holders of record as of December 1, 2026
Greystone Housing Impact Investors LP reported third-quarter 2026 net income of $3.2 million, or $0.09 per BUC, compared with $851,000 in the same quarter of 2025, and total revenues of $21.95 million, up from $21.11 million. Cash Available for Distribution was $3.8 million, or $0.17 per BUC, versus $0.18 a year earlier, and the quarterly distribution was $0.14 per BUC, down from $0.30 in the prior-year quarter. The partnership is reducing its market-rate multifamily joint venture equity investments and redeploying capital into tax-exempt mortgage revenue bonds, and it said the pace of sales will affect near-term results.
Q3 2026 net income of $3.2 million, or $0.09 per BUC, versus $851,000, or $(0.01) per BUC, in Q3 2025
Total revenues of $21.95 million for Q3 2026, versus $21.11 million a year earlier
Quarterly distribution of $0.14 per BUC, paid October 30, 2026, versus $0.30 declared in Q3 2025
Five MRBs tied to a single borrower were behind on debt service as of September 30, 2026; payments were received on four of the five as of the filing date
Octave Specialty Group reported third quarter 2026 results, with total revenue up 28% to $85.3 million and a net loss from continuing operations attributable to shareholders of $13.8 million, compared with $31.7 million a year earlier. The company also said that after quarter end, Everspan agreed to sell its Providence Washington Insurance Company subsidiary, which it expects to simplify its operating structure and strengthen its capital base.
Total revenue rose 28% to $85.3 million from $66.6 million in the third quarter of 2025.
Net loss from continuing operations attributable to shareholders was $13.8 million, or $0.31 per diluted share, versus $31.7 million, or $0.65 per share, a year earlier.
Adjusted EBITDA to shareholders was $3.3 million, compared with a loss of $2.9 million in the prior-year period.
Management expects market softening to continue into 2027; the earnings call is scheduled for November 10, 2026, at 8:30am ET.
OraSure Technologies reported third-quarter 2026 results, with total net revenues up 14% year over year to $30.9 million and a GAAP net loss of $13.1 million, compared with $13.7 million a year earlier. The company guided fourth-quarter 2026 revenue to $30.0 million to $32.0 million and expects full-year 2026 growth of 4.7% at the midpoint of the range. For shareholders, the quarter shows higher sales and a smaller loss, but nine-month revenue rose only 1%.
Q3 2026 total net revenues were $30.9 million, up 14% from $27.1 million in Q3 2025.
GAAP gross margin was 45.2%, compared with 43.5% a year earlier; GAAP net loss was $13.1 million versus $13.7 million.
Q4 2026 revenue guidance is $30.0 million to $32.0 million; full-year 2026 growth is 4.7% at the midpoint.
Cash and cash equivalents were $148 million as of September 30, 2026, after $7.0 million of nine-month share repurchases.
Qualys reported third-quarter 2026 revenue of $188.0 million, up 11% from $169.9 million a year earlier, and GAAP diluted earnings of $1.62 per share versus $1.39. The company raised its full-year 2026 revenue guidance to $736.9 million-$738.9 million from $732.0 million-$738.0 million and its GAAP EPS guidance to $6.08-$6.15 from $5.76-$5.90, which points to a higher outlook for shareholders.
Q3 revenue $188.0 million, up 11% from $169.9 million; GAAP net income $57.2 million
GAAP diluted EPS $1.62 vs. $1.39; non-GAAP diluted EPS $2.12 vs. $1.86
Full-year 2026 revenue guidance raised to $736.9 million-$738.9 million; GAAP EPS guidance raised to $6.08-$6.15
Q4 2026 revenue guidance set at $191.0 million-$193.0 million, 9% to 10% growth
Larimar Therapeutics said it completed its rolling Biologics License Application with the FDA, seeking accelerated approval of nomlabofusp for Friedreich's ataxia. The company also disclosed a preliminary, unaudited $128.7 million in cash, cash equivalents and marketable securities as of September 30, 2026, with its quarter-end close not yet complete, so shareholders should note that figure could change.
Rolling BLA submission to the FDA completed; the company seeks accelerated approval based on skin frataxin as a potential novel surrogate endpoint.
Preliminary cash, cash equivalents and marketable securities of approximately $128.7 million as of September 30, 2026, subject to change after financial statement closing procedures.
The updated corporate deck projects cash runway into late Q2 2027 and lists BLA acceptance for early 2027 and U.S. approval for mid-2027 as estimated timing.
ZipRecruiter reported third quarter 2026 revenue of $124.4 million, up 8% year-over-year and above its $118 million to $124 million guidance range, and net income of $5.1 million compared with a net loss of $9.8 million a year earlier. The company raised its full-year 2026 revenue outlook to $468 million to $472 million, up 4% to 5%, from the flat outlook it gave at the start of the year.
Q3 2026 revenue was $124.4 million, up 8% year-over-year and 5% quarter-over-quarter; Adjusted EBITDA was $20.8 million, above the $13 million to $19 million guidance.
Q3 2026 net income was $5.1 million, a 4% net income margin, versus a net loss of $9.8 million in Q3 2025.
Full-year 2026 revenue outlook is $468 million to $472 million; full-year Adjusted EBITDA outlook is $61 million to $65 million.
Q4 2026 guidance calls for revenue of $118 million to $122 million and Adjusted EBITDA of $16 million to $20 million.
Lucid reported third quarter 2026 revenue of $350.3 million, up from $336.6 million a year earlier, and a net loss of $830.9 million, down from $978.4 million. Free cash flow consumption fell 30% sequentially to $1.04 billion, and a $1.75 billion increase to the PIF-backed DDTL facility, announced with the results, lifts pro forma liquidity to $3.75 billion. Lucid says this liquidity should fund operations into Q4 2027, through the Midsize production start.
Q3 2026 revenue was $350.3 million, up from $336.6 million in Q3 2025; net loss per share was $(2.74) versus $(3.31).
Free cash flow consumption declined 30% sequentially to $1.04 billion.
Total liquidity was $2.0 billion at quarter end, or $3.75 billion pro forma for the $1.75 billion DDTL increase.
Year-to-date cash flow improvement savings reached $0.8 billion against a full-year target of $1.4 billion.
PubMatic reported third-quarter 2026 revenue of $79.6 million, up 17% from a year earlier, and GAAP net income of $5.5 million, or $0.11 per diluted share, compared with a net loss of $6.5 million in the prior-year quarter. Its Board also authorized an additional $150 million for share repurchases and extended the program through December 31, 2028, bringing the total available to approximately $198 million.
Q3 2026 revenue was $79.6 million, up 17% year over year; adjusted EBITDA was $26.0 million, versus $11.2 million in Q3 2025.
GAAP net income was $5.5 million ($0.11 per diluted share), compared with a net loss of $6.5 million ($0.14 per share) in Q3 2025.
Q4 2026 revenue guidance is $91 million to $93 million, and full-year 2026 revenue guidance is $312 million to $314 million.
On November 9, 2026, the Board authorized $150 million of additional repurchases, with the program running through December 31, 2028.
Trump Media & Technology Group reported third-quarter 2026 revenue of $3.0 million, up from $1.0 million a year earlier, and net income of $409.7 million. Most of the profit came from non-cash gains on digital assets and equity securities, and Adjusted EBITDA was a $12.3 million loss, narrower than the $29.1 million loss in the third quarter of 2025.
Revenue rose 205% year over year, driven by $1.8 million of Media segment subscription growth from Truth API, which launched August 1, 2026, and Truth+, plus $0.2 million in Truth.Fi management fees.
Net income of $409.7 million included $496.1 million of net realized and unrealized gains on digital assets, pledged digital assets and equity securities.
Adjusted EBITDA was a $12.3 million loss in the third quarter of 2026, compared with a $29.1 million loss in the third quarter of 2025.
Legal fees fell to $2.4 million from $20.3 million, and cash used in operating activities for the nine months ended September 30, 2026 was $28.4 million.
Zymeworks reported third quarter 2026 net income of $173.7 million, compared with a net loss of $19.6 million a year earlier, driven mainly by a $250 million milestone from Jazz Pharmaceuticals after the U.S. approval of Ziihera for first-line HER2-positive gastroesophageal adenocarcinoma. The company raised its 2026 total revenue guidance to $337 million to $351 million from $278 million to $292 million. Higher selling, general and administrative costs tied to the Theravance Biopharma acquisition partly offset the gain.
Q3 2026 total revenue was $256.5 million, compared with $27.6 million in Q3 2025.
Q3 2026 diluted earnings per share were $2.28, compared with a loss of $0.26 per share in Q3 2025.
2026 adjusted EBITDA guidance was raised to $176 million to $190 million from $114 million to $128 million.
SG&A expenses rose to $42.7 million from $14.1 million, mainly due to Theravance Biopharma acquisition costs, which closed September 23, 2026.
Onto Innovation reported fiscal third-quarter 2026 revenue of $409.7 million, up 87.8% from a year earlier, with GAAP net income of $46.8 million, or $0.95 diluted EPS, versus $0.57 a year earlier. The company also guided fourth-quarter 2026 revenue to $430 million to $450 million and non-GAAP diluted EPS to $2.59 to $2.79, while a $40.8 million unrealized loss on its Rigaku investment weighed on GAAP results.
Q3 revenue of $409.7 million vs. $218.2 million in Q3 2025; non-GAAP diluted EPS of $2.44 vs. $0.92
GAAP net income of $46.8 million includes a $40.8 million unrealized loss on the Rigaku investment
Q4 2026 guidance: revenue of $430 million to $450 million; GAAP diluted EPS of $1.95 to $2.07
Cash, equivalents and marketable securities of $1.25 billion at September 30, 2026; backlog above $1.3 billion
Plug Power reported third-quarter 2026 revenue of about $201 million, up about 13% from a year earlier, with a narrower gross loss and operating loss. GAAP net income was positive, but the company says it was mainly driven by non-cash mark-to-market gains, and the company reiterated its 2026 revenue growth guidance of 15% to 16% and its target of positive EBITDAS in Q4 2026.
Q3 2026 net revenue was $200.6 million, compared with $177.1 million in Q3 2025.
Gross loss narrowed to $5.4 million from $120.2 million; operating loss narrowed to $75.3 million from $348.8 million.
Net income attributable to Plug Power was $99.8 million, or $0.07 basic EPS, versus a loss of $0.31 per share, driven mainly by about $192 million in non-cash gains.
Net cash usage was about $28 million, down from about $61 million in Q2 2026; cash and cash equivalents excluding restricted cash were $134.1 million at September 30, 2026.
Hyperfine reported third quarter 2026 revenue of $6.0 million, up 73% from $3.4 million a year earlier, and a net loss of $6.0 million, or $0.06 per share, versus $11.0 million, or $0.14 per share, in the third quarter of 2025. The company reiterated its full-year 2026 guidance for revenue of $20 to $22 million and net cash burn of $26 to $28 million, so shareholders see improved results with no change to outlook, though the quarter's loss benefited from a $1.5 million warrant fair-value gain.
Q3 2026 revenue was a record $6.0 million, up 73% from $3.4 million; 14 commercial Swoop systems were sold versus 8 a year earlier.
Net loss was $6.0 million, or $0.06 per share, compared with $11.0 million, or $0.14 per share, in Q3 2025; the result includes a $1.5 million gain from warrant liabilities.
2026 guidance was reiterated: revenue of approximately $20 to $22 million and net cash burn of approximately $26 to $28 million.
Cash and cash equivalents were $37.9 million at September 30, 2026, with no financing proceeds in Q3; a new Form S-3 shelf of $150 million is expected to replace the one expiring in November 2026.
Kaltura reported third-quarter 2026 total revenue of $47.3 million, up 8% from a year earlier, and a net loss of $1.5 million, or $0.01 per diluted share, narrowed from $2.6 million in the prior-year quarter. The company raised its full-year 2026 guidance for subscription revenue, total revenue and adjusted EBITDA for the third time this year, which matters to shareholders because it signals stronger expected results, although Media & Telecom revenue declined 10%.
Total revenue was $47.3 million, up 8% from $43.9 million; subscription revenue was $45.9 million, up 9%.
Full-year 2026 total revenue guidance is now $185.0 million to $185.7 million, and adjusted EBITDA guidance is $19.5 million to $20.5 million.
Net loss was $1.5 million, or $0.01 per diluted share, compared with $2.6 million, or $0.02, in Q3 2025.
Media & Telecom revenue fell 10% year over year, while cash flow from operations was $7.6 million.
Sanmina reported unaudited fourth-quarter fiscal 2026 results for the quarter ended October 3, 2026, with revenue of $3.86 billion, GAAP diluted EPS of $2.14 versus $0.88 a year earlier, and gave fiscal 2027 revenue guidance of $17.5 billion to $19.5 billion. The company also disclosed Amendment No. 5 to its credit agreement, which adds $70 million of term A loans and extends key debt maturities to October 28, 2031.
Q4 revenue $3.86 billion vs $2.10 billion a year earlier; GAAP diluted EPS $2.14 vs $0.88; non-GAAP diluted EPS $4.43 vs $1.67
Q1 fiscal 2027 outlook: revenue $3.8 billion to $4.1 billion; non-GAAP diluted EPS $3.50 to $3.85
Fiscal 2027 outlook: revenue $17.5 billion to $19.5 billion; non-GAAP diluted EPS $15.50 to $17.50
Amendment No. 5 dated October 27, 2026 adds $70 million of term A-1 loans, returns the term loan A facility to $1.4 billion, and extends the $1.5 billion revolver to October 28, 2031
Digital Turbine reported fiscal second quarter 2027 revenue of $178.7 million, up 27% from $140.4 million a year earlier, and GAAP net income of $10.3 million, or $0.06 per diluted share, compared with a net loss of $21.4 million a year earlier. The company also gave fiscal 2027 guidance of $670 million to $690 million in revenue and $145 million to $155 million in non-GAAP adjusted EBITDA, and disclosed a $3.5 million revision to prior-period revenue share expense.
Q2 fiscal 2027 revenue was $178.7 million, up 27% from $140.4 million; non-GAAP adjusted EBITDA was $39.8 million, up 46%
GAAP net income was $10.3 million, or $0.06 per diluted share, versus a net loss of $21.4 million, or $(0.20) per share, a year earlier
Fiscal 2027 outlook: revenue of $670 million to $690 million and non-GAAP adjusted EBITDA of $145 million to $155 million
Prior-period revision understated revenue share expense by $3.5 million for the quarter ended June 30, 2026
Lantronix reported fiscal first-quarter 2027 results for the quarter ended September 30, 2026, with revenue of $32.4 million, up 8% from a year earlier, and a GAAP net loss of $463 thousand, down from $1.4 million. The company also gave second-quarter revenue guidance of $32.5 million to $34.5 million and reaffirmed its expectation for double-digit revenue growth in fiscal 2027.
Revenue was $32.4 million, up from $29.8 million in the same quarter a year earlier.
GAAP net loss was $463 thousand, or $0.01 per share, compared with a net loss of $1.4 million, or $0.04 per share, a year earlier.
Non-GAAP net income rose 50% to $2.2 million, or $0.05 per share.
Second-quarter fiscal 2027 revenue outlook is $32.5 million to $34.5 million; double-digit revenue growth for fiscal 2027 was reaffirmed.
Paysign reported third-quarter 2026 revenue of $30.80 million, up 42.6%, and GAAP net income of $6.74 million, or $0.11 per diluted share, versus $0.04 a year earlier. The company raised its full-year 2026 net income, diluted EPS and Adjusted EBITDA guidance and confirmed its revenue outlook, but a plasma customer's decision to move processing for 113 centers will reduce fourth-quarter results.
Q3 2026 revenue was $30.80 million, up 42.6%; pharma revenue rose 109.8% to $16.62 million, and plasma revenue rose 7.5% to $13.83 million.
GAAP net income was $6.74 million, or $0.11 per diluted share, versus $2.22 million, or $0.04 per diluted share, in Q3 2025.
Full-year 2026 guidance: net income $23.0 million to $24.0 million, diluted EPS $0.37 to $0.38, Adjusted EBITDA $38.5 million to $40.0 million; revenue outlook of $114.0 million to $117.0 million was confirmed.
A plasma customer will move payment processing for 113 centers to another provider by year-end; the estimated Q4 impact is $1.5 million in revenue and $700 thousand in gross profit.
Zeta Global reported third-quarter 2026 revenue of $493 million, up 46% from a year earlier, and GAAP net income of $38 million after a year-earlier net loss of $3.6 million. The company also raised its full-year 2026 revenue and GAAP EPS guidance, which gives shareholders a higher outlook than before the report.
Q3 2026 revenue was $493 million, up 46% year over year and $22 million above the guidance midpoint
Q3 2026 GAAP net income was $38 million and diluted GAAP EPS was $0.14, versus a net loss of $3.6 million in Q3 2025
Full-year 2026 revenue guidance raised to $1,853 million to $1,857 million, up $37 million at the midpoint from $1,818 million
Full-year 2026 GAAP EPS guidance raised to $0.22 to $0.24, up $0.13 at the midpoint from $0.09 to $0.11
Radiant Logistics reported results for the three months ended September 30, 2026, with revenue of $279.8 million, up 23.4%, and net income attributable to the company of $6.1 million, or $0.13 per share, compared with $1.3 million, or $0.03 per share, a year earlier. Adjusted EBITDA, a non-GAAP measure, rose to $12.2 million from $6.8 million, and the company reported no net debt at quarter end, which matters to shareholders because profit and balance sheet figures both improved.
Revenues of $279.8 million, up $53.1 million or 23.4% from $226.7 million a year earlier.
Net income attributable to Radiant Logistics of $6.1 million, or $0.13 per share, versus $1.3 million, or $0.03 per share.
Adjusted EBITDA of $12.2 million versus $6.8 million; adjusted EBITDA margin of 17.7% versus 11.4%.
Credit facility amended to extend maturity to August 7, 2031; $25.0 million outstanding against $27.8 million of cash at September 30, 2026.
Annexon reported a third-quarter 2026 net loss attributable to common stockholders of $51.2 million, or $0.25 per share, compared with $54.9 million, or $0.37 per share, a year earlier. Lower research and development spending more than offset higher general and administrative costs, and the company said its $213.4 million in cash and short-term investments should fund operations into 2028. Weighted-average shares rose to about 204.7 million from about 149.1 million, so per-share losses reflect a larger share base.
Net loss attributable to common stockholders was $51.2 million, or $0.25 per share, for the quarter ended September 30, 2026, versus $54.9 million, or $0.37 per share, a year earlier.
R&D expenses were $41.4 million, down from $49.7 million; G&A expenses rose to $10.9 million from $7.3 million.
Cash, cash equivalents and short-term investments were $213.4 million at September 30, 2026, which the company expects to fund operations into 2028.
The company entered a credit facility of up to $200 million with Oxford Finance LLC, drawing an initial $50 million at closing.
RAVE Restaurant Group reported first-quarter fiscal 2027 results for the period ended September 27, 2026. Revenue and net income rose from a year earlier, but comparable store sales fell at both Pizza Inn and Pie Five, and the company no longer expects five new restaurants from a ten-unit development deal to open this fiscal year.
Total revenue was $3.3 million, up 3.4% from the prior-year quarter; net income was $0.7 million, up 3.1%.
Diluted net income per share was $0.05, unchanged from the prior year; Adjusted EBITDA was $0.8 million, also unchanged.
Pizza Inn domestic comparable store retail sales fell 4.2%, and Pie Five fell 18.2%.
Cash and short-term investments totaled $14.8 million at September 27, 2026, and the company reported no debt.
Forward Air reported third quarter 2026 operating revenues of $674 million, up from $632 million a year earlier, and operating income of $44 million versus $15 million. Net income attributable to Forward Air was $11.4 million, or $0.34 per diluted share, compared with a loss of $16.3 million, or $0.52 per share, in the prior-year quarter. Nine-month results were hurt by a $244.0 million goodwill impairment, and quarterly operating cash flow fell 33.0%.
Operating revenues were $673.9 million for the quarter ended September 30, 2026, up 6.7% from $631.8 million.
Operating income was $43.9 million versus $15.0 million; net income attributable to Forward Air was $11.4 million, or $0.34 per diluted share, versus a loss of $0.52 per share.
Nine-month operating loss was $137.0 million, including a $244.0 million goodwill impairment.
Quarterly net cash from operating activities fell 33.0% to $35.3 million; free cash flow was $33.3 million versus $48.9 million.
Ultralife reported third-quarter 2026 sales of $48.3 million, up 11.3% from a year earlier, with GAAP net income of $2.4 million, or $0.14 per share, compared with a loss of $0.07 per share in the 2025 quarter. The company had already agreed on October 27, 2026 to be acquired by EnerSys in an all-cash transaction valued at approximately $320 million, which is expected to close in the first quarter of 2027, so Ultralife will not hold a conference call on the results.
Q3 2026 sales of $48.3 million vs. $43.4 million in Q3 2025; gross margin 27.5% vs. 22.2%
Operating income of $3.2 million vs. an operating loss of $1.0 million a year earlier; GAAP EPS $0.14 vs. ($0.07)
Backlog of $136.0 million at quarter end, up from $117.5 million at the end of Q2 2026
All-cash acquisition by EnerSys (NYSE: ENS) valued at approximately $320 million, including assumed net debt; expected close in Q1 2027
Nkarta reported initial clinical data for NKX019, its allogeneic CAR NK cell therapy candidate, in myositis and systemic sclerosis, based on small patient groups with limited follow-up. Among 40 patients treated across five indications, the company reported no deaths and no treatment discontinuations due to adverse events, and it has amended its dosing schedule and plans upcoming FDA discussions on registrational pathways.
Myositis: 5 of 6 patients (83%) at the 4 billion-cell dose with at least three months of follow-up achieved moderate or major Total Improvement Score responses.
Systemic sclerosis: 6 of 7 patients (86%) at the 4 billion-cell dose reached an rCRISS-25 response or greater by Day 90; 5 of 7 (71%) reached rCRISS-50.
Safety: infusion-related reactions occurred in five patients (12.5%), mostly grade 1, and all resolved within 24 to 48 hours.
Nkarta amended protocols to dose on Days 0, 2 and 4, plans to evaluate 6 billion cells per dose, and expects to report additional follow-up in the first half of 2027.
Marygold Companies reported results for the fiscal first quarter ended September 30, 2026. Revenue rose to $9.4 million from $5.2 million a year earlier, and net income was $1.8 million, or $0.04 per share, compared with a net loss of $0.4 million, or $0.01 per share. The company also disclosed a pending definitive merger agreement under which funds managed by Madison Dearborn Partners would acquire all outstanding shares for $2.00 per share.
Revenue of $9.4 million for the quarter, up from $5.2 million a year earlier, excluding $1.5 million from discontinued New Zealand operations
Net income of $1.8 million, or $0.04 per share, versus a net loss of $0.4 million, or $0.01 per share, a year earlier
USCF Investments average assets under management rose to $5.5 billion from $2.9 billion a year earlier
Pending merger at $2.00 per share by Madison Dearborn Partners, expected to close in the first half of 2027 or earlier
Veradermics reported positive topline 12-month results from Part B of Study '302', a Phase 2/3 trial of its lead candidate VDPHL01 in 519 men with mild-to-moderate pattern hair loss, and reported no new safety signals. The filing covers clinical trial data only and includes no revenue, earnings, or guidance figures, and the drug has not been approved for sale.
Non-vellus hair count rose 43.9 hairs/cm2 (twice daily) and 29.7 hairs/cm2 (once daily) from baseline to Month 12 in the continued group.
At Month 12, 89.1% (twice daily) and 79.8% (once daily) of continued-group participants reported visible improvement in hair coverage on the AAIRS scale.
No treatment-related serious adverse events and no adverse event-related study discontinuations were reported between Month 6 and Month 12.
The company plans to announce data from Study '306' in women in the first half of 2027.
KALA BIO reported preliminary, unaudited results for the quarter ended September 30, 2026, showing a net loss of approximately $0.8 million, down from $7.6 million a year earlier. Cash, cash equivalents and short-term investments were approximately $7.0 million with no debt, and the company expects to file its Form 10-Q on or about November 16, 2026. Final results may differ from these preliminary figures, which shareholders should weigh against the pending review.
Q3 2026 net loss of approximately $0.8 million vs. $7.6 million in Q3 2025
Nine-month 2026 net loss of approximately $4.0 million vs. $27.7 million in the same period of 2025
Cash, cash equivalents and short-term investments of approximately $7.0 million as of September 30, 2026, with no debt
Form 10-Q expected on or about November 16, 2026; results remain preliminary and unaudited
Telos Corporation reported third quarter 2026 revenue of $55.2 million, up from $51.4 million a year earlier, and GAAP net income of $4.4 million, or $0.06 per diluted share, compared with a net loss of $2.1 million a year earlier. The company also raised its full-year 2026 revenue and adjusted EBITDA outlook, which points to stronger results for shareholders.
Q3 2026 revenue was $55.2 million, versus $51.4 million in Q3 2025.
GAAP net income was $4.4 million ($0.06 per diluted share), compared with a net loss of $2.1 million ($0.03 per share) a year earlier.
Full-year 2026 revenue outlook was raised to $198.2 million-$200.7 million from $187 million-$195 million.
Full-year 2026 adjusted EBITDA outlook was raised to $32.3 million-$34.1 million from $23.6 million-$28.6 million.
United-Guardian reported higher third-quarter 2026 results, with net sales up 54% to $3,494,780 and net income up 247% to $930,912, or $0.20 per share. For the first nine months, net sales rose 25% to $9,475,269 and net income rose 70% to $2,478,393, or $0.54 per share, showing growth in both periods for shareholders.
Q3 2026 net sales were $3,494,780, up 54% from $2,264,261 in Q3 2025.
Q3 2026 net income was $930,912 ($0.20 per share), up 247% from $268,441 ($0.06 per share).
Nine-month 2026 net sales were $9,475,269, up 25%; net income was $2,478,393 ($0.54 per share), up 70%.
Pharmaceutical sales grew 29% in the quarter, driven primarily by Renacidin; cosmetic ingredient sales rose 187%.
Vir Biotechnology said its pivotal Phase 3 ECLIPSE 1 trial of elebsiran and tobevibart in adults with chronic hepatitis delta met its primary and key secondary endpoints, with data presented at the AASLD Liver Meeting on November 8, 2026. The company also released expanded Phase 2 SOLSTICE data and preliminary, exploratory findings on treatment discontinuation, which the company itself says are interim and not a complete assessment of safety or efficacy.
ECLIPSE 1 primary endpoint: 44% of patients on elebsiran and tobevibart reached undetectable virus plus ALT normalization at Week 48, versus 0% in the delayed treatment group at Week 12 (p<0.0001)
Key secondary endpoint: 79% reached undetectable virus at Week 48, versus 0% in the delayed treatment group
SOLSTICE Week 96: 100% (28/28) of patients who completed Week 96 of combination therapy reached undetectable viremia
Exploratory analysis: 10 patients discontinued treatment; all 10 achieved SVR12, with 7 reaching SVR24 and 1 reaching SVR48; the filing states these data are preliminary and not a claim of cure
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